-17.3%
DSX vs VT
+58.0%
-75.3%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.7% |
| 7D | -1.7% | -0.1% | -1.5% | -1.7% |
| 30D | -16.0% | -3.1% | -12.9% | -13.6% |
| 3M | 0.0% | -3.5% | +3.5% | +3.1% |
| 6M | -11.8% | +0.5% | -12.3% | -12.5% |
| YTD | +44.5% | +10.8% | +33.7% | +31.9% |
| 1Y | +32.5% | +11.9% | +20.6% | +20.0% |
| 3Y | -13.0% | +73.0% | -86.0% | -46.4% |
| All | -17.3% | +58.0% | -75.3% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling